Scaling New Heights

Advanced Training for Accounting Professionals

Ten Technology Security Mistakes You Are Making Right Now

Speaker(s): Daniel Moshe

Learn about simple steps you can take to secure your firm and be more resilient from both internal and external threats.  


Learning Objectives

  1. Understand the Accounting Firm Technology Model
  2. Learn simple, manageable action steps to take to improve the security of your firm
  3. Get up to date on the latest threats to your firm more


Technology Advisory - Help Your Clients Succeed with Technology

Speaker(s): Daniel Moshe

 Learn all about the Technology Advisory practice and how it compliments your existing service offerings. You don’t need to be a tech expert to be a Technology Advisor, but you can make a huge impact in your clients’ organizations by being part of the technology conversation and helping them orchestrate the right resources to help them grow.

Learning Objectives: 

1.    Learn what you need to know to determine if a Technology Advisory practice is right for you
2.    Understand some of the foundational principles of a Technology Advisory practice more